PersonalBanker Canada.

We are looking for students in the Finance program to complete projects for a range of business functions, including strategy, operations, and marketing.

About our Company: At PersonalBanker we take an approach to financial planning that begins with a complete individual tax assessment followed by initiating a comprehensive view into a clients’ financial life. It includes their income, expenses, assets, outlook, as well as habits. (All these are essential components of delivering effective, long-term, broadly based, financial solutions)

We utilize a service approach that is poised in managing our client’s achievement of life goals via an integrated approach to managing their finances through;

• Credit and Financial Management – assess current financial position, based upon cash flow, credit situation, budget and net worth.

• Investment Management – assess assets based on their risk tolerance, time horizon and expected rates of return

• Retirement Planning – compare expected lifestyle in retirement to current retirement assets and planned savings

• Tax Planning – assess tax obligations and strategies used to minimize or defer taxation

• Insurance and Risk Management – manage exposure to unexpected financial loss due to death, health issues, and other risks.

• Estate Planning – assess how a client can meet their objectives upon death in an efficient, cost-effective manner.

We classify our clientele based on our 5 stages of wealth:

• Survival: Thinking about Me - Focus on Mindset, Lower Bad Debts, Expand Income
• Stability: Thinking about We - Focus on No Bad Debts, Cover Life Expenses, Expand Income
• Security: Thinking about All - Focus on No Bad Debts, Cover Life Expenses, Savings, Invest in Yourself & Business, Start Building a Passive Income.
• Success: Thinking about All - Focus on Growth Mindset, Sustain Lifestyle, Grow Yourself & Business, Leverage, Live true purpose, Do not need to work.
• Significance: Focus on Grow lifestyle, Leadership & Greatness, Invest in yourself & business, Expand passive streams, Assets working for you.

We then utilize an end to end financial approach that best serve them.

Project examples may include, but are not limited to:

1. Co-ordinate the processing and maintaining of financial records in compliance with relevant policies, procedures and regulations for individuals and/or organizations.

2. Co-ordinate the preparation and the presentation of financial information in compliance with relevant legislation and regulations for individuals and/or organizations

3. Analyze financial reports for individuals and/or organizations by applying financial mathematics and statistics.

4. Develop and evaluate a financial plan to meet individuals’ and/or organizations’ needs and objectives.

5. Develop, implement, evaluate and co-ordinate marketing strategies to promote financial products and services and to enhance customer service.

6. Develop, implement and evaluate strategies to establish and maintain professional networking and business relationships in the finance sector.

7. Analyze and evaluate, within a Canadian context, the impact of economic variables, legislation, ethics, technology and the environment on individuals’ and/or organizations’ operations.

8. Develop, implement and evaluate ongoing strategies for personal and professional development, highlighting ethics, values and standards in the finance sector.

9. Co-ordinate the planning, implementation, management and evaluation of team projects.

Company Website: PersonalBanker Canada

Daily availability to discus and answer any questions.